Ryan D. Holbert

FIRST COMMAND ADVISORY SERVICES

Alpharetta, GA 30022

Some features on this profile are disabled

CRD#: 4626973

Professional summary

Ryan Derek Holbert is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Alpharetta, Georgia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Alpharetta, Georgia.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Ryan has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Derek Holbert's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 23, 2026 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 11175 Cicero Drive Suite 100, Alpharetta, GA 30022

RIA

CRD#: 281958

Alpharetta, GA

Current

March 20, 2026 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 11175 Cicero Drive, Ste 100, Alpharetta, GA 30022

CRD#: 3641

Alpharetta, GA

Past

September 16, 2025 - February 17, 2026

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Atlanta, GA

Past

September 15, 2025 - February 17, 2026

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

ATLANTA, GA

Past

February 4, 2022 - February 24, 2025

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

February 3, 2022 - February 24, 2025

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

NEWARK, NJ

Past

August 13, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

ATLANTA, GA

Past

August 13, 2014 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

ATLANTA, GA

Past

October 1, 2012 - August 7, 2014

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

PALM BEACH GARDENS, FL

Past

October 1, 2012 - August 7, 2014

J.P. MORGAN SECURITIES LLC

CRD#: 79

PALM BEACH GARDENS, FL

Past

August 25, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA

CRD#: 25574

PALM BEACH GARDENS, FL

Past

August 19, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

PALM BEACH GARDENS, FL

Past

September 25, 2006 - July 2, 2009

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

PALM BEACH GARDENS, FL

Past

June 7, 2004 - July 2, 2009

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PALM BEACH GARDENS, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(4/1/2026)

Florida
(4/1/2026)

Georgia
(3/20/2026)

IAR

Georgia
(3/23/2026)

Indiana
(4/1/2026)

North Carolina
(4/1/2026)

Ohio
(4/1/2026)

Pennsylvania
(4/1/2026)

South Carolina
(4/1/2026)

Texas
(4/1/2026)

IAR

Texas
(4/1/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/24/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/4/2004

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA

Registered Investment Advisory firm - (7/28/2005 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1 Firstcomm Plaza, Fort Worth, TX 76109

Mailing Address

Po Box 2387, Fort Worth, TX 76113-2387

Phone number

(817) 731-8621

Established

Firm type

Fiscal year end

# of Employees

1,787

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DESCRIPTION OF SERVICES (12/26/2025)

WRAP PROGRAM BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts	113,591
AUM (Assets Under Management)	$ 24,429,418,155

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Robert Busby

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Atlanta, GA

George Mauser

ATLAS INVESTMENT ADVISORS

IAR

ALPHARETTA, GA

Dena Wilhoit

STATE FARM INVESTMENT MANAGEMENT CORP.

IAR

GRAYSON, KY

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Ryan D. Holbert

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Derek Holbert's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

CHASE INVESTMENT SERVICES CORP.

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

FIRST COMMAND ADVISORY SERVICES

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2006

SIE

Date: 10/1/2018

Series 7

Date: 6/4/2004

FINRA

Current Firm

FIRST COMMAND ADVISORY SERVICES

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FIRST COMMAND ADVISORY SERVICES

TRUST BUT VERIFY

Similar Advisors